Email Integration
Email Integration
Email integration means that all emails generated from the PM module and the replies to those emails can be added to the associated records as attachments.
For example, if you use the Create and Send feature to generate an RFI document and then email that document to a contact on a project using the Create and Send feature, the original email and any replies to that email can be added to the RFI record as attachments.
You can use the PM Work Center to view these emails in two ways: the menu option, or the Related Items panel.
Click here for more information on email integration.
